Senior Tax Accountant

Senior Tax Accountant

Do you consider yourself detail oriented and easy to get along with? Do you want to be part of a team invested in your success with growth potential? Are you motivated, and career driven?

We have an immediate opening for a Senior Tax Accountant to be part of our growing team. This is an exciting opportunity for a diligent and dedicated team player with a passion for client service.

This is a full-time role with a potentially flexible work arrangement, depending on the candidates’ level of experience.


  • Prepare and file the tax returns for businesses, individuals and trusts
  • Keeps up-to-date with and understands general accounting and tax procedures by proactively engaging in educational opportunities
  • Recommends tax strategies, planning, and projections based upon research and knowledge of current and upcoming federal, state and local tax laws
  • Conduct tax research and interpret tax law
  • Understand general accounting and tax procedures; knowledge of general ledger systems


  • 3 to 5 years of experience working as a tax accountant in a public accounting firm
  • Bachelor’s degree in Accounting, Finance or Business
  • CPA, CPA candidate, or EA
  • Ability to interpret legal documents
  • Experience with estate and trust work with a strong desire to learn more with the goal of becoming a subject matter expert
  • Ability to communicate clearly and concisely with staff members and clients
  • Ability to meet deadlines
  • Knowledge of Microsoft Office
  • Experience with CCH preferred
  • Willingness to work overtime and weekends when needed
  • All new hires will undergo a background check and fingerprinting due to financial security regulation

For preferred consideration, please submit a cover letter and resume to

We have two locations for your convenience:


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We currently have individuals licensed to offer securities in the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Indiana, Maine, Maryland, Minnesota, Montana, Nevada, New Jersey, New York, Ohio, Pennsylvania, Texas, Utah, Virginia, Washington, and Wisconsin.

This is not an offer to sell securities in any other state or jurisdiction.